Tables serve as a tool for consolidating data on a form & they accomodate for a range of data entry such as dropdowns, photos, formulas, text, signatures, and more
There are two types of tables in the form builder:
Default Table: This type allows you to set each column header. When the form is then being completed, the user will be able to add as many rows as required
Prefilled Table: This type allows you to pre-configure & fix the number of columns and rows. Unlike the Default Table, additional table rows cannot be added when the form is being completed
Available Table Field Types
There are multiple field types available within both Default & Prefilled Tables - this specifies how the user can input the information
Type | Description |
Text | Allows users to input alphanumeric characters and symbols |
Prefilled Text | Text field with pre-existing content, often used for reference e.g Company Address |
Number | Accepts numerical values only |
Date | Enables input of a specific date |
Time | Enables input of a specific date in hours and minutes |
List | Provides a dropdown for choosing items from predefined list (see article on the different list types available for more info) |
Signature | This field will automatically record the name, date, time & signature of the user logged into Dashpivot/Sitemate |
Signature Manually | Allows users to input their first name, last name, company & signature manually |
Attachment | Enables users to upload PDF documents |
Photo/Video Reference | Allows users to attach photos and/or videos |
Formula | Computes values based on predefined formula |
To change the field type, click on the dropdown arrow (underneath the column name) to reveal the available options
Adjusting Column Widths
You can also set/adjust how wide the columns are by clicking on the dropdown at the top left-hand side of each column - this will display the available sizes from S (Small) to XL (Extra Large)
Note: You will get an error message, on the top, right side of the table field if the column sizes selected will exceed the printable width on the page
To add/remove/move columns and/or rows within a table, select the '...' button to display the column/row set up options
By default, the field label is set to 'Table name'. However you can customise it by clicking directly into the field.
There is also the flexibility to switch between various Table field types. Simply hover over the field icon to reveal the available options and make your selection.
